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To: Don Green who wrote (35726)	12/9/1999 4:57:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

Don, it is very simple, the fact that Samsung announced restart and intentions of doubling output (2 MM units per month was it?), that others will come up with similar announcements (including Micron, sooner or later), will reignite the crescendo missed last September. While the market may view the announcement of moving into the communication as a move of "there is no problem so big you can't run away from", I really view it as "most of the PC tasks are accomplished, let's move to the next future target". Zeev

To: Don Green who wrote (35726)	12/9/1999 5:46:00 PM
From: unclewest	Respond to of 93625

What do you or anyone else, think would be powerful enough to ignite this stock. hmmm...let's see. how about an announcement from one of these? we have intel saying they are getting into the commo chip business. we have texas instruments... how about motorola? csco... lucent... broadcom... i can think of many more. the man said communications chips, switches and routers. i also thought he was clearly talking about rdram for servers. but what do i know? unclewest do you think this cc was created in a vacuum? or is it the first of many?